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The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX

October 26, 2026 · 1 hr 19 min

Scott Galloway and Ed Elson break down why Elon Musk is considering a merger between SpaceX and Tesla, what a deal could look like, and the hurdles it would face. Scott also explains the existential threat he believes both companies are up against. Then, they examine the growing challenges facing the AI buildout, including why some chips are sitting idle in warehouses and whether investors have priced in the risks.

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